See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $54,705-64.7% | $71,209-72.9% | $84,808-77.2% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 17.57% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,666 | $2,158-22.8% | $2,721-38.8% | $2,631-36.7% |
| Participant deferral / active EE | $3,646 | $3,030+20.3% | $4,175-12.7% | $4,212-13.4% |
| Admin fee / account holder | $2,352 | $4,863-51.6% | $5,349-56.0% | $7,344-68.0% |